AR and Collections Clerk Location Metairie, LA : Job Summary We are looking for an experienced accounts receivable and collections clerk to join our team. This position is responsible for billing clients for various services in accordance with contract terms. This includes determining all accounts receivable processes are performed accurately, timely, and in accordance with company policies. This position requires communication and cooperation with sales and production departments, as well as upper management. The individual in this position will be responsible for working collections on past due accounts.
Candidate Profile Education and Experience · Education: Bachelor's degree in accounting or business
· Experience: 3 or more years of applicable work experience. Must include collections experience.
· Experience using third party vendor platforms, such as ARIBA and Coupa.
· Accounting degree preferred, but not required.
· Knowledge of Sage Intacct and QuickBooks accounting software is preferred, but not required
Skills · Detail Oriented
· Strong Organizational Skills
· Comfort with speaking to customers on the phone
· Ability to read and understand a general ledger
· Ability to build and post journal entries in the accounting software
· Good critical thinking skills to help identify issues with customer accounts / billing
· Proficiency in Microsoft Word and Excel
· Good Time Management and Multitasking Skills
· Ability to work with others across the organization
Core Work Activities · Perform billing, accounts receivable, and collections process. This includes:
o Reviewing customer contracts to determine billing terms and amounts to be invoiced.
o Working with the sales team to determine historical pricing for contract updates.
o Performing customer set up in accounting software
o Maintaining sales orders in Sage Intacct.
o Answering internal and external questions about invoicing.
o Reviewing aged accounts receivable and identifying items that require advanced collections procedures.
o Assist in establishing more robust collections processes and procedures.
o Placing "hold work" notices on customer accounts that are delinquent.
o Billing installment customers.
o Reviewing customer vendor forms and assisting in their completion.
o Managing third party vendor portals required by our customer base.
o Posting payments to customer accounts.
o Calculating commissions owed to sales personnel on payments received from customers.
· Manage the deferred revenue process:
o Assist in the maintenance of the schedule of customers with deferred revenue.
o Determining when work is completed and moving the balance to revenue.
o Reviewing items that are lingering on the schedule and determining if they should be written off.
· Assist in month end close:
o Reconciling the accounts receivable sub ledger to the general ledger at month end.
o Reviewing production activity to determine if there was any missed billing during the month.
o Performs other duties, as assigned, to meet business needs.
OutSolve is the industry leader of outsourced Affirmative Action plans specializing in affirmative action services, workforce analytics and compensation analysis.d in 1998, OutSolve has grown to be an industry-leading consulting firm supporting thousands of customers annually. OutSolve's experienced consultants and staff are dedicated to unmatched customer service and offer year-round Affirmative Action and related consulting.
OutSolve is a n E q u al Op p ort u nity E mployer. A ll qualified a p pli c ants will receive conside r ation for emp l oyment without r egard to ra c e, co l or, religion, sex, sexual orientat i o n, g e nder i d e ntity, nat i o nal o rigin, o r p r ot e cted ve t eran status and will not be discrim i nated against on the basis of disability.
